Tariffs, Tokens & Tech Wars: Is the Global Economy Being Rewritten?

Money Masters' Market Pulse Week 31

August 01, 2025

Dear Money Master,

This week wraps up with President Trump’s explosive move to hike tariffs, triggering global trade jitters just days before they take effect. But despite rising tensions, the U.S. economy delivered a surprise 3% GDP growth in Q2, while Germany’s inflation cooled to 1.8%, easing pressure on the ECB.

On Wall Street, earnings season is in full swing. Reddit wowed investors with a 78% jump in revenue and a swing to profitability. Roblox smashed expectations with record user growth and engagement, and CVS Health raised its profit outlook after outperforming in retail and insurance. Coinbase, while falling short on revenue, still topped EPS estimates thanks to crypto-related gains.

In tech, China is putting Nvidia under the microscope, investigating its AI chips for security risks amid intensifying U.S.-China tech friction. Meanwhile, Amazon’s AWS posted solid 18% growth, but still fell behind Microsoft and Google growth rates, who are leading the cloud AI race.

And in one of the boldest moves of the year, Coinbase revealed its vision for an “everything exchange”, a platform to trade tokenized stocks, derivatives, and even prediction markets, all on-chain.🌍💼

📰 Your Daily Financial Digest - August 1st, 2025

🌍 Economics:

  1. Trump Slaps Tariffs on Transshipped Goods 📦
    Dozens of countries face new tariff hikes, effective Aug. 7, as part of Trump’s “reciprocal” trade overhaul. Nations have one week to negotiate before levies go live. Read More 

  2. U.S. GDP Growth Surges to 3% in Q2 🚀
    The economy bounced back from Q1’s contraction thanks to stronger consumer demand and trade gains. Analysts had predicted just 2.3%. Read More

  3. German Inflation Falls Below ECB Target 📉
    Headline inflation dropped to 1.8% in July, undercutting expectations and suggesting easing price pressures. However, core inflation remains sticky at 2.7%.
    Read More

💻 Technology:

  1. Nvidia Probed by China Over H20 Chip Security 🔍
    Beijing summoned Nvidia execs amid fears of “backdoors” in its AI chips. Shipments are set to resume after an April ban, but tensions are flaring. Read More

  2. Coinbase to Offer Tokenized Stocks & Prediction Markets 💹
    The crypto giant will soon let U.S. users trade on-chain stocks, early-stage tokens, and more, all through its “everything exchange.” Read More

  3. Figma’s IPO Sends VC Giants into Profit Paradise 💰
    Shares exploded on debut, netting Index, Greylock, Kleiner Perkins, and Sequoia a combined $24B in stock gains. The IPO revival is in full swing. Read More

  4. Tesla Faces $345M Lawsuit Over Autopilot Crash ⚖️
    Plaintiffs in Florida are demanding $109M in damages plus $236M in punitive costs in the first federal trial targeting Autopilot safety. Read More

💹Earnings:

  1. Reddit Stock Soars After Massive Q2 Beat 🚀
    Revenue jumped 78% YoY to $500M, beating estimates by 17%. Net income swung to $89M from a loss last year. Reddit also raised Q3 revenue guidance above Wall Street’s forecast. Read More

  2. Coinbase Beats EPS, But Misses on Revenue 📉
    Adjusted EPS of $1.96 topped forecasts, helped by crypto investment gains, but revenue missed at $1.5B vs. $1.6B expected. Transaction volumes remain weak.
    Read More

  3. Amazon Cloud Trails Rivals in Growth Despite Q2 Beat ☁️
    AWS revenue hit $30.87B, just above estimates, but growth lags Microsoft Azure (39%) and Google Cloud (32%) as AI investment accelerates. Read More

  4. Roblox Surges on Record Bookings and User Growth 🎮
    Net bookings soared 51% to $1.44B, with 111.8M daily active users (+41%) and 27.4B engagement hours (+58%). A big win for its virtual economy. Read More

  5. CVS Lifts Profit Forecast After Retail and Insurance Boost 💊
    Q2 earnings and revenue topped expectations, leading to an upward revision of full-year adjusted EPS guidance to $6.30–$6.40. Read More

Financial News Keeps You Poor. Here's Why.

The scandalous truth: Most market news is designed to inform you about what already happened, not help you profit from what's coming next.

When CNBC reports "Stock XYZ surges 287%"—you missed it.

What you actually need:

  • Tomorrow's IPO calendar (not yesterday's launches)

  • Crowdfunding deals opening this week (not closed rounds)

  • What real traders are positioning for (not TV talking heads)

  • Economic data that moves markets (before it's released)

The financial media industrial complex profits from keeping you one step behind.

Stocks & Income flips this backwards. We focus entirely on forward-looking intel that helps you get positioned before the crowd, not informed after the move.

Stop chasing trades that happened already.

Start prepping for the next one.

Stocks & Income is for informational purposes only and is not intended to be used as investment advice. Do your own research.

To your financial empowerment, The Money Masters Team

P.S. Stay connected! Don't forget to follow us on social media! 📱🌐

DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.